Title: Director of Advanced Planning, Central North East Region
Duration: 6 months (with a possibility of extension)
Work Arrangement: Telecommuter/Remote (source within GTA only. Talent will require to go meet clients at their offices on a daily basis)
Reason the role is open: coverage for Leave of Absence

Interviews: 2 rounds (in person and/or virtual)

Job Description:

The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services.

As a tax and estate planning expert, the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client, and solidify our partnership with Advisor and their Firm.

What will you do?

- Develops a thorough understanding of the various distribution channels by establishing and enhancing relationships
- Promotes and delivers effective tax and estate planning (TEPG) advice to our sales team and key distribution partners
- Delivers and promotes sales tools that support Financial's products, proprietary financial planning concepts, and speciality needs analyses, including legal and compliance issues




- Experience working with High Net Worth Clients and their own allied professional (accountants and lawyers) to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning
- Consults in the creation and deployment of consumer/allied advisor reference materials
- Delivers training workshops and associated materials for financial advisors.
- Delivers client seminars and associated materials
- Involvement in case development, including case research and special illustration
- Participates in industry profile building activities
- Keeps current, through research, on tax and estate planning issues

What do you need to succeed?

- Strong knowledge of personal and corporate tax planning background, including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.
- Excellent understanding of industry trends and their implication on achieving business sales results/objectives.
- Experience and comfortable working in the High Net Worth Market.
- Solid organization and analytical skills
- Excellent presentation, facilitation and training skills
- Strong interpersonal and influencing skills
- Strong verbal and written communication skills
- Strong knowledge of personal and corporate taxation
- CPA, LL.B or FCIA designation
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
- Minimum of 5 years' of professional experience within the financial services industry.

📌 Director, Advance Planning (Bilingual - Mandarin fluency) (Ottawa)
🏢 Raise
📍 Ottawa